Products & Solutions

Everything OmniBooks does

One connected set of tools for running the finances of a small business — built around how sole traders actually work, not a generic ledger.

Transactions

Log income and expenses once, categorise them, and split what's still in draft from what's completed.

  • Custom categories
  • Draft vs. Completed status
  • Combined view across every business

Get Paid

Turn jobs into invoices without re-entering anything, and give clients a link to pay against.

  • Jobs and invoices in one flow
  • Payment links
  • Marking a job Paid books the transaction automatically

Customers

Every client, quote, and job in a single directory instead of scattered across notes and email.

  • Client directory
  • Quotes
  • Pipeline by business

Reports

See profit, margin, and cash flow the moment you need them, not at year-end.

  • Per-business and combined views
  • Income vs. expenses
  • Margin over time